Diatreme Resources Limited · ASX:DRX
Diatreme Resources — Noosa Mining Investor Conference 2025
22 slides from Diatreme Resources's conference presentation, Jul 24, 2025
Slide 1: Developer of high purity silica sand – a critical mineral in global demand
For personal use only Developer of high purity silica sand – a critical mineral in global demand. Neil McIntyre, CEO, Diatreme Resources Noosa Mining Investor Conference 24 July 2025
Slide 2: Important Information
Important w Information For personal use only Resource Estimates and Production Targets ASX Announcements as of 18 July 2025 The Resource Estimates and Production Targets reported by Diatreme Resource Limited’s (DRX or the This presentation should also be read in conjunction with the DRX Annual Repo
Slide 3: Developer of world class silica sands projects
Developer of world class silica sands projects For personal use only Our vision is to be Australia’s pre-eminent listed producer of high purity, “low iron” silica sands used in growing global solar PV & specialty glass markets. 1 2 3 4 One of the world’s purest Potential delivery of three Global hig
Slide 4: Corporate snapshot
Corporate snapshot For personal use only Share price Market capitalisation Shares on issue Cash Debt facility Options (unsecured & undrawn) A$0.019 A$95M 5,008M A$17.9M A$1.0M 70M 10.0m – Exp 27/5/26 @ $0.025 As of 18 July 20205 31 March 2025 (includes corporate and silica joint 10.0m – Exp 27/5/26
Slide 5: High purity, low iron silica sands projects
High purity, low iron silica sands projects For personal use only Developing in partnership with global material solutions leader Sibelco • Long life, sustainable operations with excellent logistics • Diatreme exploration acreage (630 sq km) adjoins the world’s largest high purity silica sand mine a
Slide 6: Northern Silica Project Operations Overview
Northern Silica Project For personal use only OPERATIONS OVERVIEW High purity silica sand in global demand
Slide 7: Silica sand projects advancing towards production
Silica sand projects advancing towards production For personal use only 2024 PFS Underway FID Target 2H 2026 Metallica Metals Limited NSP environmental Mitsui & Co. DRX awarded Major NSP Si2 MRE Upgrade PFS fully funded with takeover completed studies progress offtake MOU Dec 24 Project Status by Fe
Slide 8: Northern Silica Project
Northern Silica Project Positive Scoping Study strengthens development Plans - Pre-Feasibility Study now underway For personal use only TARGET Production of 121Mt of high purity silica sand over 25 years Target production CAPEX (Stage 1) Annual average sales revenue Annual operating costs (Av LOM) 3
Slide 9: Northern Silica Project
Northern Silica Project For personal use only • Production of 3Mtpa; transhipping via barge to ocean- going vessel (OGV) within Port of Cape Flattery using existing berthing “pocket” • Potential Phase 2: Production of 5Mtpa; direct loading from jetty to OGV docked at wharf subject to PFS optimisatio
Slide 10: Workforce, Traditional Owners and Community
Workforce, w Traditional Owners and Community For personal use only • Commitments and protections will be captured in Cultural Heritage Management Plans. Our relationships with the Traditional Owners including the Dingaal, Dharrpa, Nguurruumungu, Gulaal and Thanil clans are strong and mature • Proje
Slide 11: Why silica
WhySilica Why silica High-purity silica is vital for the manufacture of solar panels – crucial to the energy transition For personal use only 70% of a solar panel is comprised of 70% high- purity silica glass made from high purity, low iron silica. • High-grade low iron silica sand is an essential r
Slide 12: Silica surge
Silica surge US$32B global market by 2028 For personal use only IMARC predicts global silica sand market will grow from US$25.4B in 2024 to US$38.3B in 2033, with CAGR of 4.7%. ▪ ” Investment in solar, both utility-scale and rooftop, is expected to reach $450 billion in 2025, making it the single la
Slide 13: Chinese supply needs
Chinese supply needs Demand exceeds production forecasts For personal use only China PV Glass production & silica sand China is facing a bottleneck for the consumption supply of low iron, PV grade silica sand PV glass daily production (t/d) Low iron silica sand consumption (t/d) due to strong global
Slide 14: Sibelco
Sibelco One of the world’s leading providers of industrial minerals For personal use only World class silica processing and technical knowledge, marketing and development expertise • Leading supplier of silica to the Asian market for specialty glass • Global leader in supply of cristobalite (refined
Slide 15: Mineral Resource Estimate has risen by 513% since 2021
Mineral Resource Estimate has risen by 513% since 2021 68.7% Measured Si2 = Long LOM > 25 years For personal use only 2025 Measured, Indicated & Cape Silica Project Inferred Mineral Resource 61.5Mt 501Mt >99.33 (SiO2%) Northern Silica Project Galalar Project 272.5Mt 75.46Mt >99.33 (SiO2%) >99.18 (Si
Slide 16: Experienced leadership
Experienced leadership Our team has extensive experience in the government, mining and resources sector For personal use only Wayne Swan Kara Keys Neil McIntyre Michael Cheng Brian Flannery Tom Cutbush Chairman Non-Exec MBE Chapman (William) Wang Non-Exec Non-Exec Director/ CEO Non-Exec Non-Exec Dir
Slide 17: Appendices
For personal use only APPENDICES
Slide 18: Mineral Resources Statement
Mineral Resources Statement Global Resources: Northern Silica, Galalar Silica, Western Resource Area, Cape Flattery Silica For personal use only Mineral Resource Category Silica sand (Mt) SiO2 % Fe2O3 % TiO2 % Al2O3 % Measured 43.12 99.21 0.09 0.11 0.13 Indicated 23.12 99.16 0.09 0.13 0.10 Galalar I
Slide 19: Mineral Resources Statement
Mineral Resources Statement Cyclone Zircon Project: Western Australia For personal use only Category HM cut-off Material Mt HM HM Slime OS Head Grade Zircon % % Mt % % Kt Zircon % Rutile % Leuco % HiTi % Alt Ilm % Si TiOx Measured 2.0 69 3.7 2.58 3.6 3.8 1.06 0.11 0.24 0.88 0.45 0.82 735 Measured 1.
Slide 20: Ore Reserves Statement
Ore Reserves Statement For personal use only Global Ore Reserves: Galalar Silica, Cape Flattery Silica Waste Mineral Resource Category Silica sand Mt SiO2 % Fe2O3 % TiO2 % LOI % Al2O3 % (Mt) Galalar Probable 32.5 0.04 99.2 0.08 0.11 0.16 0.13 CFS East Probable 47 4.0 99.11 0.09 0.14 0.24 0.15 Combin
Slide 21: Competent person's statement
Competent person’s statement For personal use only Statement in accordance with the Australasian code for reporting of exploration results, The information in this announcement that relates to Mineral Resources at the Western mineral resources and ore reserves (the JORC code) Resource Area deposit i
Slide 22: Competent person's statement
Competent person’s statement For personal use only Statement in accordance with the Australasian code for reporting of exploration results, The information in this announcement that relates to Ore Reserves at the Cyclone deposit is mineral resources and ore reserves (the JORC code) extracted from th
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